Adviser training and development is a key focus. We provide comprehensive professional development and training programs to assist you in running your business more compliantly, efficiently and professionally.

We work with all advisers to comply with the new Professional Standards Framework requirements.

Annual Training Days

Training days, including an annual conference, total 7 days per annum. Training is non-product focused, but rather concentrated on compliance, business development, strategy, industry and economic frameworks. Applied strategy workshops form the cornerstone of each training day.